Ability to manage client engagements comprehensively
Excellent verbal and written communication skills
Willingness to travel as needed
Proficient in relevant technology tools
Responsibilities
Act as a trusted advisor for clients, addressing industry trends and conflicts
Oversee staff deliverables including financial statements and tax returns
Conduct technical reviews to ensure quality control
Gain a deep understanding of the client's organization and internal policies
Drive new client development in collaboration with upper management
Manage relationships across multiple clients and projects
Ensure budget development aligns with overall engagement goals
Achieve charge hour targets responsibly
Handle billing processes and address any variances
Train and mentor team members while fostering a positive work environment
Engage in practice development to generate new business opportunities
Benefits
Hybrid work model
Opportunities for professional growth and mentorship
Access to technology training
Participation in practice development initiatives
Supportive management and team culture
Full Job Description
Job Description
#LI-SV2 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the client's organization, procedures and internal policies
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
Manage and retain multiple client relationships, engagements and special projects
Develop overall engagement budget
Consistently meet charge hour goals
Responsible for billing and realization on assigned clients; explain variances
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned
Preferred Qualifications
Master's degree in Accounting, Taxation or related field
Qualifications
Minimum Qualifications
Bachelor's degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
